Valuation Cases

http://www.covestreetcapital.com/

Posts from the ‘Stock Ideas’ Category

I noticed their articles on various investments. This is not an endorsement of this firm. I often use this blog as a place to set aside reading materials. These articles may or may not be useful.  Glance, read or pass. You decide.

2 responses to “Valuation Cases

  1. I stumbled upon a free book yesterday : http://archive.org/details/LessonsOfHistory. It is a must-read according to Ray Dalio.

  2. Thanks PT:

    Appreciate the link. In the future, we will take a period of market history to study–the Internet Bubble, Japan, etc.

    You need a latticework of mental models to place history into context or else you might come to the incorrect conclusions from a jumble of facts and interpretations of those facts.

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